D
Dianebreon
Joined Jan 4, 2023
Portfolio design by her husband, Greg. CFA (retired), and former stock broker at Merrill and DeanWitter for 8 years. Big fan of covered call writing! Design is for 70 yr old retired couple.
All portfolios
Views
…ETV/QQQ-60/40 income + growth
587 views
Return
27%
YTDRank
41%
Average
Static Portfolio
2 positions
Mar 29, 2023
Return
24%
YTDRank
36%
Average
Static Portfolio
3 positions
Apr 8, 2024
Return
29%
YTDRank
54%
Average
Static Portfolio
3 positions
Sep 2, 2024
Return
24%
YTDRank
29%
Average
Static Portfolio
3 positions
Apr 20, 2024
Return
33%
YTDRank
54%
Average
Static Portfolio
3 positions
Nov 1, 2024